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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,738 | $133,981-5.4% | $112,249+12.9% | $134,532-5.8% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -24.07% | 47.16%-71.2pp | 27.48%-51.6pp | 418.27%-442.3pp |
| Employer contribution / active EE | $156 | $4,040-96.1% | $3,636-95.7% | $4,741-96.7% |
| Participant deferral / active EE | $1,746 | $5,292-67.0% | $4,729-63.1% | $6,401-72.7% |
| Admin fee / account holder | $847 | $7,492-88.7% | $6,412-86.8% | $11,429-92.6% |